See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,054 | $129,021+8.6% | $184,203-24.0% | $77,643+80.4% |
| Participation rate | 86.8% | 87.3%-0.6pp | 86.8%0pp | 70.6%+16.2pp |
| Annual return | 18.55% | 33.27%-14.7pp | 28.81%-10.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,846 | $4,413+9.8% | $6,427-24.6% | $2,726+77.8% |
| Participant deferral / active EE | $9,635 | $7,297+32.0% | $9,131+5.5% | $4,647+107.3% |
| Admin fee / account holder | $89 | $254-64.9% | $13,901-99.4% | $430-79.3% |